See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,453 | $78,694-18.1% | $67,652-4.7% | $125,391-48.6% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | 3.33% | 9.46%-6.1pp | 6625.04%-6621.7pp | 282.22%-278.9pp |
| Employer contribution / active EE | $630 | $3,044-79.3% | $2,266-72.2% | $4,866-87.0% |
| Participant deferral / active EE | $2,487 | $4,292-42.0% | $3,560-30.1% | $5,352-53.5% |
| Admin fee / account holder | $21 | $7,403-99.7% | $4,821-99.6% | $9,540-99.8% |